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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,142 | $93,346-94.5% | $71,796-92.8% | $273,972-98.1% |
| Participation rate | 41.7% | 76.5%-34.9pp | 69.1%-27.4pp | 83.0%-41.3pp |
| Annual return | 15.44% | 130.39%-115.0pp | 78.04%-62.6pp | 41.46%-26.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $770 | $3,475-77.9% | $2,794-72.5% | $5,287-85.4% |
| Admin fee / account holder | $48 | $6,571-99.3% | $4,815-99.0% | $10,133-99.5% |